What if I need to edit or change information for an online payee?
Quicken doesn't allow you to change an online payee name or account number. To work around this, follow these steps:
- Add a new payee with the same name as the payee you're trying to edit. When you press the TAB key to advance to the next field, Quicken will enter the address and phone number information for you.
- Make your changes as necessary.
- Use the new payee.
After all outstanding payments to the old payee name have been processed, you may want to delete the old payee.